DuPont Decomposition

Why does SARDAEN earn its ROE?

Breaking down Return on Equity into profitability, efficiency, and leverage.

ROE = Net Margin × Asset Turnover × Equity Multiplier

15.0% = 19.6% × 0.50 × 1.54

Latest: FY2026

Profitability

Net Margin

19.6%

20.7% →19.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.50x

0.73x →0.50x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.54x

1.76x →1.54x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 11.8 pp over 5 years. Driven by net margin declining (20.7% → 19.6%), asset turnover declining (0.73x → 0.50x), leverage falling (1.76x → 1.54x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr20.7%0.731.7626.8%
FY20230Cr0Cr14.4%0.761.6117.7%
FY20240Cr0Cr13.7%0.641.5413.4%
FY20250Cr0Cr15.2%0.451.6111.1%
FY20260Cr0Cr19.6%0.501.5415.0%

How to read DuPont

  • Rising ROE from margin = pricing power, operational improvement (good)
  • Rising ROE from turnover = better asset utilization (good)
  • Rising ROE from leverage = more debt, amplified risk (caution)
  • Falling ROE across all three = structural deterioration (red flag)

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.

SARDAEN DuPont Analysis — ROE 15.0% | YieldIQ